Phase 3

Workflow Mapping and Workflow Specification

Phase 3 covers two products. They work well in sequence, but they are separate engagements and either can be taken independently.

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Two products, each available independently

Structured process with clear outcomes

Delivered at your office or remotely

Four workshop

Which Workshop is Right for You?

Workshop 01

Workflow Mapping

Any non-technical role, absolute beginners to confident users. No coding required.

Full day (or two half-days), in-person or remote, up to 15.

Workshop 02

Workflow Specification

Advanced users ready to build complex, system-connected agents in Copilot Studio.

Full day (or two half-days), in-person, up to 15.

Workshop 01

Workflow Mapping

What It Is

A full-day, in-person workshop where every participant designs and builds a working AI assistant tailored to their actual role. Platform-agnostic and tool-agnostic. Delivered at your office, capped at 15 to keep it interactive. Can also run as two half-day sessions or be delivered remotely.

Who It Is For

Anyone in a non-technical role, at any level of experience. No coding required. Participants can arrive as absolute beginners. Executives and managers are encouraged to attend first, as leadership participation consistently accelerates adoption.

The Problem It Solves

AI use across the business is sporadic and unstructured. Most people lack confidence. Managers are not equipped to guide their teams, and HR has been asked to make it happen without a clear framework. Generic tool-led sessions teach people where to click, but that knowledge fades when the tool updates or the context changes. What stays is the ability to think clearly about what AI can do for a specific task.

What Happens on the Day

The workshop runs across four sessions: Introduction to AI, Prompt Engineering Masterclass (using the CIFTE framework), Designing Your Personal AI Assistant, and Build Your Own AI Assistant. Every participant completes a pre-workshop questionnaire so the builds are strategically aligned to real work, not random experiments. For smaller businesses, WAA works with leadership in advance to assign specific agents to specific people.

Workshop 02

Workflow Mapping

What It Is

An in-depth discovery process that produces a build-ready Project Requirements Document (PRD) for a specific workflow.

Who It Is For

Organisations that know which workflow they want to automate and need a proper specification before building.

How Does It Work?

Remote interviews followed by iterative refinement. We produce a draft PRD outlining roles, inputs, outputs, data, integrations, and success criteria. Workflows are broken into steps with triggers, roles, and edge cases, then reviewed and refined with your team until build-ready (~3 weeks).

What Is the Output?

A build-ready specification that belongs to you. You can take it to any provider, build internally, or engage WAA for the build.

Examples

Real-World Use Cases

To give a sense of range: participants have built candidate shortlisting agents (recruitment), case law research agents (legal), media briefing agents (PR), planning compliance checkers (architecture), weekly reporting agents (finance), guest review response agents (hospitality), policy comparison agents (insurance), and brief response agents (creative agencies).

Supporting Product

AI Enablement Office Hours

What It Is

On-demand access to a professional prompt engineer for ongoing support after any Phase 2 workshop. Available via chat, email, phone, or video.

Who It Is For

Teams who have completed any Phase 2 programme and need help embedding AI into daily work. This is the bridge between capability building and self-sufficiency.

The Problem It Solves

Adoption happens in the weeks after a workshop. Without support, confidence fades and people revert to old ways of working. The Office Hours team receives a full handover including every agent built during the workshop, so support picks up exactly where the session left off.

Proof

What our clients say

★★★★★